See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,539 | $65,557-24.4% | $64,056-22.7% | $71,457-30.7% |
| Participation rate | 94.5% | 73.2%+21.3pp | 72.3%+22.2pp | 67.9%+26.6pp |
| Annual return | 17.76% | 18.94%-1.2pp | 33.69%-15.9pp | 28.85%-11.1pp |
| Employer contribution / active EE | $3,007 | $2,669+12.7% | $2,747+9.5% | $2,588+16.2% |
| Participant deferral / active EE | $3,487 | $3,626-3.8% | $3,880-10.1% | $4,289-18.7% |
| Admin fee / account holder | $8 | $616-98.8% | $3,068-99.8% | $1,587-99.5% |